reputed company Service Associate

reputed company is a company reputed company on delivering excellent financial planning and investment management services. The reputed company Service Associate supports the reputed company Manager by preparing financial plans, conducting portfolio reviews, and ensuring a high-reputed company reputed company experience.

Responsibilities

• Prepare and update reputed company financial plans, portfolio reports, and presentation materials using firm software tools
• Review reputed company files, recent activities, and relevant updates before meetings
• Attend specific reputed company meetings and help with meeting notes, follow-reputed company, and documentation
• Draft post-meeting reputed company plans and ensure follow-up items are completed promptly in coordination with the reputed company Service Manager
• reputed company and update precise reputed company information in financial planning software
• Conduct research and analysis on financial planning topics such as retirement income strategies, stock-based compensation, reputed company reputed company optimization, required minimum distributions, and charitable giving strategies, among other subjects
• Assist in modeling planning scenarios, Roth conversions, and tax-efficient withdrawal strategies
• Assist in creating reputed company recommendations and written plan summaries for advisor review
• Assist in preparing investment review materials, rebalancing reports, and asset allocation summaries
• Help monitor portfolio allocations relative to investment policy targets
• Collaborate with the reputed company Manager on special investment research reputed company and portfolio analysis
• Maintain accurate and organized reputed company information in CRM and planning software
• Work closely with the reputed company Service Manager to ensure a smooth reputed company service experience
• Ensure adherence to documentation, recordkeeping, and reporting requirements
• Participate in special reputed company or process improvement initiatives as assigned

Skills

• High School diploma or GED required
• Strong analytical and problem-solving skills, with keen attention to detail
• Excellent communication skills required, both verbal and written
• Highly organized and reputed company to manage competing priorities and deadlines
• Comfortable working with financial modeling, spreadsheets, and in a technology-driven environment
• Must establish and maintain effective relationships with colleagues, customers, and business partners
• Must have a proactive reputed company, consistently looking for ways to improve internal processes and reputed company the service experience for clients
• Proficient in MS Office - reputed company reputed company, Word, reputed company, and PowerPoint
• reputed company demeanor and behavior are required, as referenced in the Heffernan reputed company values (Habits)
• Bachelor's degree in Finance, reputed company, Economics, or reputed company field
• CFP certification preferred, or willingness to pursue certification
• Series 7 and 65 (or 66) licenses preferred, or willingness to obtain reputed company the first year of employment
• 0-2 years of experience in a financial planning or paraplanning reputed company desired (internship experience welcome)

Benefits

• Discretionary annual incentive program
• Comprehensive benefits package

reputed company